We practice law in California, and there is no state-level estate tax in our state, but there is a federal estate tax. This tax carries a 40 percent top rate that can significantly impact your family’s financial future if you face exposure. You can transfer unlimited assets to your spouse tax-free through the utilization of the unlimited marital deduction.
Topics covered in this report include:
- Wealth Preservation
- Family History
- Ethical Will
- Philanthropic Acts
- Educational Opportunities
Click here to read the whole article or download the PDF.
Caprice Collins
Attorney Caprice L. Collins is a top rated Harvard Law School graduate. She has 34 years of legal experience with a successful law practice devoted exclusively to Estate/Business Planning and Trust Administration. Attorney Collins is a well-respected keynote speaker on Wills, Living Trusts, Estate Planning, Business Planning and Trust Administration. She has appeared on California’s Real Estate Radio Station KTLK AM 1150 as a legal expert on Estate Planning and Living Trusts among many other notable media appearances.
Latest posts by Caprice Collins (see all)
- The Little Things May be the Most Important - May 2, 2019
- Can You Avoid Probate With a Will? - April 30, 2019
- Will My Parents Qualify for Medi-Cal? - April 25, 2019
